Purchases and Sales Made in Q2 2025 in Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information about the institutional ownership of Vanguard Mun Bd Fds Tax Exempt (VTEB) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD MUN BD FDS TAX-EXEMPT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
66+ 0.24% |
$3.18K - $3.29K
|
28K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
66+ 1.36% |
$3.18K - $3.29K
|
4.9K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
60+ 0.84% |
$2.89K - $2.99K
|
7.24K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
58New |
$2.79K - $2.89K
|
58
$2.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
56+ 0.52% |
$2.7K - $2.79K
|
10.8K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
56+ 0.88% |
$2.7K - $2.79K
|
6.44K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
47+ 0.83% |
$2.26K - $2.34K
|
5.69K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
44+ 0.31% |
$2.12K - $2.19K
|
14K
$701K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
43+ 0.83% |
$2.07K - $2.14K
|
5.24K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
43+ 0.01% |
$2.07K - $2.14K
|
547K
$27.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
41+ 0.82% |
$1.97K - $2.04K
|
5.02K
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
39+ 0.21% |
$1.88K - $1.94K
|
18.3K
$914K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
38+ 0.29% |
$1.83K - $1.89K
|
13.3K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
37+ 0.85% |
$1.78K - $1.84K
|
4.42K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36+ 9.63% |
$1.73K - $1.79K
|
410
$20.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34+ 0.18% |
$1.64K - $1.69K
|
18.8K
$939K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
32+ 0.31% |
$1.54K - $1.6K
|
10.4K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
28+ 0.07% |
$1.35K - $1.4K
|
41K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.3% |
$1.2K - $1.25K
|
8.23K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 0.22% |
$1.2K - $1.25K
|
11.2K
$559K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
23+ 0.5% |
$1.11K - $1.15K
|
4.62K
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
22+ 0.26% |
$1.06K - $1.1K
|
8.56K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.33% |
$1.06K - $1.1K
|
6.77K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
22+ 137.5% |
$1.06K - $1.1K
|
38
$1.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.57% |
$914 - $947
|
3.35K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
19+ 0.82% |
$914 - $947
|
2.35K
$117K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
16+ 0.8% |
$770 - $798
|
2.02K
$101K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
12New |
$578 - $598
|
12
$600
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.2% |
$433 - $449
|
762
$38.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7+ 0.06% |
$337 - $349
|
12.4K
$622K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$337 - $349
|
7
$350
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5+ 0.01% |
$241 - $249
|
74.4K
$3.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.99% |
$193 - $199
|
407
$20.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.8% |
$193 - $199
|
504
$25.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
3+ 0.03% |
$144 - $150
|
9K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.64% |
$48.1 - $49.9
|
157
$7.85K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.02% |
$48.1 - $49.9
|
5.65K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$48.1 - $49.9
|
9.03K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.85% |
$48.1 - $49.9
|
118
$5.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.01% |
$48.1 - $49.9
|
18.4K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 1.28% |
$48.1 - $49.9
|
79
$3.95K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$48.1 - $49.9
|
7.47K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$193 - $199
|
6.43K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-8- 0.14% |
$385 - $399
|
5.82K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9- 0.09% |
$433 - $449
|
10K
$501K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13- 0.15% |
$626 - $648
|
8.95K
$447K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 22.39% |
$722 - $748
|
52
$2.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-19- 0.27% |
$914 - $947
|
6.97K
$348K
|